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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $67,969 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $44,112 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,997 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,382 | $89,093-30.0% | $102,434-39.1% | $77,736-19.8% |
| Participation rate | 87.4% | 80.9%+6.5pp | 76.5%+10.9pp | 70.6%+16.8pp |
| Annual return | 14.51% | 25.03%-10.5pp | 29.46%-14.9pp | 31.26%-16.8pp |
| Employer contribution / active EE | $2,463 | $2,699-8.8% | $3,023-18.5% | $2,728-9.7% |
| Participant deferral / active EE | $4,566 | $5,147-11.3% | $5,055-9.7% | $4,651-1.8% |
| Admin fee / account holder | $241 | $236+2.3% | $9,462-97.5% | $433-44.3% |